WCG Wealth Advisors’s Autodesk ADSK Stock Holding History

WCG Wealth Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.69M	Sell	15,402 -1,968	-11%	-$495K	0.1%	189
2025 Q4	$5.14M	Buy	+17,370	New	+$5.26M	0.14%	145
2024 Q3	–	Sell	-11,885	Closed	-$2.94M	–	308
2024 Q2	$2.94M	Buy	+11,885	New	+$2.67M	0.22%	104
2024 Q1	–	Sell	-11,473	Closed	-$2.79M	–	256
2023 Q4	$2.79M	Buy	+11,473	New	+$2.48M	0.21%	99
2022 Q4	–	Sell	-3,894	Closed	-$773K	–	155
2022 Q3	$773K	Buy	+3,894	New	+$787K	0.1%	147

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WCG Wealth Advisors's ADSK Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Autodesk (ADSK) stake by 11% in Q1 2026, selling an estimated $495K and leaving 15,402 shares worth $3.69M. The position accounts for 0.1% of the portfolio, ranked #189.

WCG Wealth Advisors first reported a position in ADSK in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.14M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

WCG Wealth Advisors held 15,402 shares of Autodesk worth $3.69M as of Q1 2026.
WCG Wealth Advisors sold 1,968 Autodesk shares in Q1 2026, an estimated $495K.
Autodesk made up 0.1% of WCG Wealth Advisors's portfolio in Q1 2026, its #189 holding.
WCG Wealth Advisors first reported a position in Autodesk in Q3 2022 and has held it in 5 quarters since.
WCG Wealth Advisors's Autodesk position peaked at $5.14M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.